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SPDR S&P MidCap 400 ETF Trust
MDY

Overview Fund Activity

1,141 hedge funds and large institutions have $11.3B invested in SPDR S&P MidCap 400 ETF Trust in 2022 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 312 increasing their positions, 358 reducing their positions, and 38 closing their positions.

Holders
1,141
Holders Change
+96
Holders Change %
+9.19%
% of All Funds
18.41%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.24%
New
154
Increased
312
Reduced
358
Closed
38
Calls
$618M
Puts
$466M
Net Calls
+$152M
Net Calls Change
-$38.8M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$197M
2
CCA
2
Conservest Capital Advisors
Pennsylvania
$109M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$160M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$57.6M
5
Bessemer Group
5
Bessemer Group
New Jersey
$75.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$58.3M
2
BC
2
Brookfield Corp
Ontario, Canada
$22.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$2.3M
4
Squarepoint
4
Squarepoint
New York
$0
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$1.91M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
76
Ascent Wealth Partners
New York
$23.2M 52,450 +733 +1%
CA
77
Clearstead Advisors
Ohio
$23M 51,956 +2,809 +6%
BC
78
Brookfield Corp
Ontario, Canada
$22.8M 51,402 -65,089 -56%
CA
79
Crewe Advisors
Utah
$21.6M 48,829 +1,120 +2%
FAG
80
Financial Advisory Group
Texas
$21.2M 47,912 -1,377 -3%
ECG
81
Edge Capital Group
Georgia
$21.1M 47,631 +46,606 +4,547%
YCM
82
Yousif Capital Management
Michigan
$20.9M 47,131 +8,250 +21%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$20.8M 46,990 -11,241 -19%
CPIG
84
Chicago Partners Investment Group
Illinois
$20.7M 42,176 -90 -0.2%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$20.6M 46,555 +245 +0.5%
KA
86
Klingman & Associates
New York
$20.5M 46,329 -109 -0.2%
OFS
87
Oldfather Financial Services
Nebraska
$20.3M 45,828 +159 +0.3%
MMA
88
Miracle Mile Advisors
California
$19.8M 44,629 +2,333 +6%
HCP
89
Holt Capital Partners
Texas
$19.6M 44,169 +19,160 +77%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$19.3M 43,544 -820 -2%
SW
91
SVB Wealth
Massachusetts
$18.6M 42,092 -1,045 -2%
BlackRock
92
BlackRock
New York
$18.4M 41,642 -388 -0.9%
CA
93
Cumberland Advisors
Florida
$18.4M 41,529 -7,481 -15%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$17.5M 39,499 +6,088 +18%
GBWM
95
Granite Bay Wealth Management
New Hampshire
$16.7M 37,723 -2,804 -7%
1SB
96
1ST Source Bank
Indiana
$16.5M 37,263 -212 -0.6%
JIC
97
Johnson Investment Counsel
Ohio
$16.4M 37,095 +65 +0.2%
PWLP
98
Prio Wealth Limited Partnership
Massachusetts
$16.3M 36,899 -2,032 -5%
BSW
99
Buckingham Strategic Wealth
Missouri
$16.3M 36,878 -1,003 -3%
LCM
100
LCM Capital Management
Illinois
$16.3M 36,706 -380 -1%
2 3
4
5 6